Staff Accountant

Job Description

We are seeking a detail‑oriented Staff Accountant to join our team. In this specialized role, you will manage key financial functions such as invoicing, reconciliation, banking activities, and audits. You will be responsible for ensuring that all plan funds are accurately accounted for, reconciled, and reported in strict accordance with ERISA and IRS standards. This position requires strong attention to detail, problem‑solving skills, and the ability to work independently and collaboratively.

• Complete monthly invoices, subscriptions, billing statements, and reports
• Manage accounts payable for agents, service providers, and other vendors
• Assist in the preparation of Form 5500 and other regulatory filings to ensure plan compliance
• Produce monthly client statements, remittances, and specialized reporting for cafeteria plans
• Perform tasks related to daily banking balancing and related activities
• Manage cash flow forecasting and monitor client banking accounts to ensure adequate funding for provider claims
• Perform monthly bank and client account reconciliations to ensure funding matches administrative activities
• Contribute to process improvements and assist with special projects as assigned

• Minimum Associate’s degree in Accounting or Finance;
  Bachelor’s preferred
• At least 2+ years of relevant experience in accounting

• Proficiency in Microsoft Office (Word, Excel) is required.
• Familiarity with database‑driven accounting software is highly preferred (Quick Books).
• Recent experience in Accounts Payable (A/P) or Accounts Receivable (A/R) is required.
• Hands‑on experience with balance sheet reconciliations is essential.

• Strong verbal and written communication skills in a client‑facing environment.
• Ability to work independently and collaborate effectively within a team.
• Strong problem‑solving skills, attention to detail, and ability to follow procedures.
• Excellent customer service skills for both internal staff and external clients.

• Medical, dental, and vision insurance
• Flexible Spending Accounts
• 401(k) Retirement Plan
• Paid holidays
• Paid vacation and sick time

SASI, Inc is a trusted Third‑Party Administrator (TPA) specializing in the administration of Section 125 Cafeteria Plans, Section 132 Transportation Programs, Section 105 Health Reimbursement Plans, Section 223 Health Saving Account and Qualified Defined Contribution Plans. SASI, Inc provides administration to a diverse clientele and is strongly committed to meeting the needs of each client. Our niche is Third‑Party Administrator (TPA) for small employee plans (1‑25), making our company ideal for small business owners and entrepreneurs.